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ACT to EXCEL

Hi,

We just purchased ACT premium.  Is there a way to export Contact, Groups Company, Notes, History, Activity, Sales to Excel?  thx
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mcrmg
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mcrmg
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1 Solution
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Contacts, Groups and Companies are easy enough... but Notes, Histories and Activities have fields that are usually to large for Excel.

For different options to import and export to ACT!, have a look at:
http://blog.glcomputing.com.au/2009/07/connecting-to-act-by-sage-data.html
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mcrmgAuthor Commented:
I saw this one also, http://www.jltechnical.com/exporter.htm,
which one is better, any ideas? thanks
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Six of one, half a doz of the other.... I use itExport and know it better
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mcrmgAuthor Commented:
I see, so itExport can support the latest version of ACT>?  thanks
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Yes. BTW: What are you trying to export to?
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mcrmgAuthor Commented:
Excel  thanks
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Why would you want it in Excel?

You do realise that Excel has limits in it's field size and number that ACT! doesn't? It's unlikely to fully read the Notes/History because of this
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mcrmgAuthor Commented:
with office 2007, the row should be enough for what we have.  Can itExport do Excel?  thanks
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
It's the field size that's the big problem.

itExport saves in CSV, which can then be opened in Excel.... if the Notes/history fields aren't to large
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mcrmgAuthor Commented:
thank you
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mcrmgAuthor Commented:
by the way, where should I install itExport, local or server?  thanks
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Usually best to have them where the database is ... less network traffic
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mcrmgAuthor Commented:
ok. thx
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